How do I filter, sort and group my meetings?

Narrow the Meetings list to what you need: today's calls, unrecorded meetings, or every meeting with one company.

Step by step

1. Open Meetings. In List, click a quick filter card: Upcoming, Today, Recorded or Not recorded. Each card shows how many meetings match. Click it again to clear it.
2. Click Filter and pick a field, for example Meeting date, then set its condition. The list updates as you go.
3. To find one meeting, type part of its title in Search events and meetings....
4. Click Display. Under Sort by, the arrow button switches between Ascending and Descending dates. Under Group by, pick No grouping, Status or Month.

Good to know

• Filter fields: Status (Scheduled, Recording, Completed, Failed and the other recording states), Favorites, Will be recorded, Meeting date and Account (the connected account the meeting comes from).
• Meeting date offers is on, is before, is after, is between, in the last or next number of days, more than a number of days ago, this week, this month, last week and last month.
• Below them, each object (People, Companies, Deals and your custom objects) lists its fields. They filter on the records linked to the meeting, for example every meeting with a company of a given industry.
• Filters you add apply together: a meeting must match all of them.
• Not recorded counts past meetings without a recording. Upcoming also keeps meetings that started less than an hour ago.
• Sort by, Group by and the quick filters only show in List.
• Filters, sorting and grouping are part of the view you are on. Click Save to keep them, or see how to save a meeting view.

Related

• How do I change how my meetings are displayed?
• How do I save a meeting view?
• How do I favorite a meeting?